Pofika chaka cha 2023, makampani opanga magalimoto adzawerengera 70 mpaka 80 peresenti ya msika wa zida za SiC. Pamene mphamvu ikuwonjezeka, zipangizo za SiC zidzagwiritsidwa ntchito mosavuta m'mafakitale monga ma charger a galimoto yamagetsi ndi magetsi, komanso kugwiritsa ntchito mphamvu zobiriwira monga photovoltaic ndi mphepo.
Malinga ndi Yole Intelligence, yomwe imaneneratu kuchuluka kwa zida za SiC padziko lonse lapansi kuchulukitsa katatu pofika 2027, makampani asanu apamwamba ndi awa: STMicroelectronics(stmicroelectronics), Infineon Technologies (Infineon), Wolfspeed, onsemi (Anson), ndi ROHM (ROM).
Amakhulupirira kuti msika wa zida za SiC udzakhala wamtengo wapatali $ 6 biliyoni m'zaka zisanu zikubwerazi ndipo ukhoza kufika $ 10 biliyoni pofika kumayambiriro kwa 2030s.
Wotsogola wa SiC pazida ndi zowotcha mu 2022
8 inchi kupanga kukula
Kudzera muzovala zake zomwe zilipo ku New York, USA, Wolfspeed ndi kampani yokhayo padziko lapansi yomwe imatha kupanga mochulukira zowotcha za 8-inch SiC. Kulamulira uku kupitilira zaka ziwiri kapena zitatu zikubwerazi mpaka makampani ochulukirapo ayamba kupanga mphamvu - choyambirira kukhala chomera cha 8-inch SiC chomwe stmicroelectronics chidzatsegulidwa ku Italy mu 2024-5.
United States imatsogolera njira zowotcha za SiC, ndi Wolfspeed kujowina Coherent (II-VI), onsemi, ndi SK Siltron css, yomwe ikukulitsa malo ake opangira SiC wafer ku Michigan. Europe, kumbali ina, ikutsogola pazida za SiC.
Kukula kokulirapo kumakhala kopindulitsa, popeza malo okulirapo amawonjezera kuchuluka kwa zida zomwe zimatha kupangidwa pamtengo umodzi wokha, potero zimachepetsa mtengo pamlingo wa chipangizocho.
Pofika mu 2023, tawona ogulitsa ma SiC angapo akuwonetsa zowotcha ma inchi 8 kuti apangidwe mtsogolo.
Zophika 6-inch ndizofunikirabe
"Ogulitsa ena akuluakulu a SiC aganiza zosiya kuyang'ana kwambiri zowotcha za 8-inch ndikuyang'ana kwambiri zowotcha za inchi 6. Ngakhale kuti kusamukira ku 8 inch kuli pa ndondomeko ya makampani ambiri a zida za SiC, kuwonjezeka komwe kukuyembekezeka pakupanga zambiri. magawo okhwima a 6 inchi - komanso kukwera kotsatira kwa mpikisano wamitengo, komwe kungathe kuthetsa mwayi wamtengo wapatali wa inchi 8 - kwapangitsa SiC kuyang'ana kwambiri osewera amitundu yonse. Mwachitsanzo, makampani monga Infineon Technologies sakuchitapo kanthu mwamsanga kuti awonjezere mphamvu zawo za 8-inch, zomwe ziri zosiyana kwambiri ndi ndondomeko ya Wolfspeed. Dr. Ezgi Dogmus anatero.
Komabe, Wolfspeed ndi yosiyana ndi makampani ena omwe akukhudzidwa ndi SiC chifukwa imangoyang'ana pazinthuzo. Mwachitsanzo, Infineon Technologies, Anson & Company ndi stmicroelectronics - omwe ndi atsogoleri pamakampani opanga zamagetsi - alinso ndi mabizinesi ochita bwino m'misika ya silicon ndi gallium nitride.
Izi zimakhudzanso njira yofananira ya Wolfspeed ndi ogulitsa ena akuluakulu a SiC.
Tsegulani mapulogalamu enanso
Yole Intelligence imakhulupirira kuti makampani oyendetsa galimoto adzawerengera 70 mpaka 80 peresenti ya msika wa chipangizo cha SiC pofika 2023. Pamene mphamvu ikuwonjezeka, zipangizo za SiC zidzagwiritsidwa ntchito mosavuta m'mafakitale monga zida zamagetsi zamagetsi ndi magetsi, komanso kugwiritsa ntchito mphamvu zobiriwira. monga photovoltaic ndi mphamvu ya mphepo.
Komabe, akatswiri a Yole Intelligence amaneneratu kuti magalimoto adzakhalabe dalaivala wamkulu, ndipo gawo lake la msika silikuyembekezeka kusintha pazaka 10 zikubwerazi. Izi ndizowona makamaka pamene madera akuyambitsa zolinga zamagalimoto amagetsi kuti akwaniritse zolinga za nyengo zamakono komanso zamtsogolo.
Zida zina monga silicon IGBT ndi silicon based GaN zithanso kukhala njira ya Oems pamsika wamagalimoto. Makampani monga Infineon Technologies ndi STMicroelectonics akufufuza magawowa, makamaka chifukwa ndi okwera mtengo ndipo safuna nsalu zodzipatulira. Yole Intelligence yakhala ikuyang'anitsitsa zidazi zaka zingapo zapitazi ndipo amaziwona ngati omwe angapikisane ndi SiC mtsogolomo.
Kusamukira kwa Wolfspeed kupita ku Europe ndi mphamvu yopanga ma inchi 8 mosakayikira kudzayang'ana msika wa zida za SiC, womwe ukulamulidwa ndi Europe.
Nthawi yotumiza: Mar-30-2023